Canadian Banks: Are Higher Valuations the New Normal?

Canadian Banks: Are Higher Valuations the New Normal?

by | Aug 27, 2026

   Over the past year, the Big Six Canadian banks have returned 53%, 1.6 times the 32% return for the S&P/TSX Composite Index.1 The Big Six now trade at about 15 times expected earnings, well above the 10 to 12 times investors paid through most of the past quarter...
H2/2026 Outlook – Buy the Dips

H2/2026 Outlook – Buy the Dips

by | Jul 29, 2026

Since publishing our 2026 outlook Don’t Bet Against the Fed, there have been substantial changes to the geopolitical landscape. The removal of Maduro in Venezuela and the Iranian conflict have increased oil prices and as a result, the inflation outlook. World economic...
2026 Outlook – Don’t Bet Against the Fed

2026 Outlook – Don’t Bet Against the Fed

by | Jan 14, 2026

In Brompton’s 2026 Investing Outlook, Chief Investment Officer Laura Lau shares her perspective on central bank policy, global economic trends, and powerful themes like AI and deregulation shaping markets this...
The European Comeback

The European Comeback

by | Jul 16, 2025

Billy Huang, Brompton’s Senior Investment Analyst covering European equities, explains how rising U.S. tariff concerns, an improving interest rate environment, and government stimulus are drawing investor attention back to Europe. How is the European equity market...
Avoiding the Mag 7 Trap: Active Tech Allocation Strategies

Avoiding the Mag 7 Trap: Active Tech Allocation Strategies

by | Jul 5, 2025

The “Magnificent Seven”—comprised of Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—have captivated investors with their remarkable growth and market influence. Historical success and sheer size create a powerful initial attraction for investors seeking...